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PWTYX vs RLBEX
PWTYX vs RLBEX Comparison
Open Charts PWTYX vs RLBEX
UBS US Allocation P
Price$55.40
Change-$0.14 (-0.25%)
VolumeN/A
Net Assets223.79M
American Funds American Balanced R4
Price$38.53
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets262.26B
PWTYX vs RLBEX Comparison Chart in %
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PWTYX vs. RLBEX commentary
Sep 15, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PWTYX is a StrongBuy and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 262B vs. PWTYX (224M). RLBEX (1.79) and PWTYX (1.71) have matching dividends . PWTYX was incepted earlier than RLBEX: PWTYX (32 years) vs RLBEX (23 years). PWTYX (0.77) is less costly to investors than RLBEX (0.59). PWTYX is a more actively managed with annual turnover of: 58.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than PWTYX: RLBEX (250) vs PWTYX (2000000). RLBEX annual gain was more profitable for investors over the last year : 10.30 vs. PWTYX (6.16). RLBEX return over 5 years is better than : 43.12 vs. PWTYX (12.23).
| PWTYX | RLBEX | PWTYX / RLBEX | |
| Total Expense Ratio | 0.77 | 0.59 | 131% |
| Annual Report Gross Expense Ratio | 0.77 | 0.59 | 131% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 9.638 | 13.113 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 262B | 0% |
| Annual Yield % from dividends | 1.71 | 1.79 | 95% |
| Returns for 1 year | 6.16 | 10.30 | 60% |
| Returns for 3 years | 25.00 | 42.22 | 59% |
| Returns for 5 years | 12.23 | 43.12 | 28% |
| Returns for 10 years | 48.80 | 80.03 | 61% |
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